Clearstead Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History

Clearstead Advisors’s Portfolio RSPF Stock Details RSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.8K	Buy	681 +3	+0.4%	+$227	﹤0.01%	1482
2026 Q1	$48.4K	Sell	678 -3,512	-84%	-$265K	﹤0.01%	1286
2025 Q4	$329K	Sell	4,190 -1,055	-20%	-$80.7K	﹤0.01%	781
2025 Q3	$408K	Sell	5,245 -228	-4%	-$17.6K	0.01%	690
2025 Q2	$417K	Sell	5,473 -65	-1%	-$4.64K	0.01%	659
2025 Q1	$402K	Sell	5,538 -2,951	-35%	-$217K	0.01%	635
2024 Q4	$614K	Buy	8,489 +7,570	+824%	+$555K	0.01%	522
2024 Q3	$63.4K	Buy	919 +4	+0.4%	+$263	﹤0.01%	1150
2024 Q2	$56.1K	Buy	915 +4	+0.4%	+$246	﹤0.01%	1134
2024 Q1	$56.9K	Buy	911 +5	+0.6%	+$301	﹤0.01%	734
2023 Q4	$53.1K	Buy	906 +5	+0.6%	+$266	﹤0.01%	724
2023 Q3	$45.7K	Buy	+901	New	+$47.5K	﹤0.01%	724
2022 Q3	–	Sell	-373	Closed	-$20K	–	1343
2022 Q2	$20K	Hold	373	–	–	﹤0.01%	803
2022 Q1	$24K	Hold	373	–	–	﹤0.01%	826
2021 Q4	$24K	Buy	+373	New	+$24.1K	﹤0.01%	786

Other funds holding RSPF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

DIP

Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.58B AUM 32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Clearstead Advisors's RSPF Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Equal Weight Financials ETF (RSPF) stake by 0.44% in Q2 2026, buying an estimated $227 and bringing the position to 681 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Clearstead Advisors first reported a position in RSPF in Q4 2021 and has held it in 15 quarters since. The position peaked at $614K in Q4 2024. 106 funds tracked by Wall St. Rank hold RSPF as of Q2 2026.

Clearstead Advisors held 681 shares of Invesco S&P 500 Equal Weight Financials ETF worth $52.8K as of Q2 2026.
Clearstead Advisors bought 3 Invesco S&P 500 Equal Weight Financials ETF shares in Q2 2026, an estimated $227.
Invesco S&P 500 Equal Weight Financials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1482 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Financials ETF in Q4 2021 and has held it in 15 quarters since.
Clearstead Advisors's Invesco S&P 500 Equal Weight Financials ETF position peaked at $614K in Q4 2024.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Financials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.